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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Messina is an Investment Advisor Representative with Executive Wealth Management, LLC, a firm that provides financial planning, portfolio management, and educational seminars for individuals, businesses, and pooled investment vehicles. Zachary has been in the financial services industry since 2001 and holds Series 6, 7, 63, and 65 licenses. Zachary is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Zachary has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Zachary is dedicated to helping clients achieve their financial goals and provides personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
01/23/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Northville MI)
MI
06/20/2013 - 06/06/2017
INVEST FINANCIAL CORPORATION (NORTHVILLE MI)
MI
10/01/2012 - 05/03/2013
J.P. MORGAN SECURITIES LLC (PLYMOUTH MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLYMOUTH MI)
IL
04/16/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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